BGL has added biometric scanning to BGLiD to help clients prepare for changes in AML/KYC requirements.
The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.
AI Assistant
The team has released 2 new assistants for Simple Fund 360 and Simple Invest 360:
Workpapers
Add calculations and notes directly to working papers with the latest built-in spreadsheet tool.
ATO Interest
The Tax Payment/Instalment More Details Panel (for account 85000) has been updated on both the Transaction Screen and Smart Matching screen to capture ATO interest earned, ATO interest paid and ATO fines.
Coinstash
BGL now integrates with Coinstash to automate cryptocurrency transaction data from SMSF, company, individual and trust portfolios.
Property Dashboard
Creating and tracking invoices for investment properties is now supported in the Property Dashboard.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
BGL is proud to announce its partnership with LENSELL to deliver Diversiview to BGL clients.
BGL is proud to announce the release of its 2025 tax updates for Simple Fund 360 and Simple Invest 360.
The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.
2025 SMSF Annual Return – Now Available!
We are excited to announce that Simple Fund 360 has been updated to support the 2025 SMSF Annual Return and associated tax changes. Please note the following:
Macquarie CMA and Accelerator Bank Statements
Clients subscribing to Macquarie CMA and Accelerator using the BGL Bank Data Service will now have bank statements automatically imported into the software. The import will take place 2 times per year, covering:
AI Assistant
The team has now released the beta version of our BGL AI Assistant and ATO bots to all our Simple Fund 360 and Simple Invest 360 clients. Although still in its infancy, the new AI assistant is a powerful addition to our incredible suite of products. Learn More
Request Matching
A new Request Matching button has been added to the Transaction List screen. This new feature will allow users to re-request Smart Matching for transactions that were previously unable to be matched. Learn More
Corporate Actions
3 new mergers have been added to Corporate Actions:
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
BGL is proud to announce the integration of its BGLiD identity verification solution with Simple Fund 360 and Simple Invest 360.
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
Sidebar Menu
A new and optional menu is available for Simple Fund 360 and Simple Invest 360 based on analytics and users’ workflows. You can keep the current sidebar menu if you like or try the new one. Learn More
Consolidated Reporting
User roles have been updated to include a view-only access status and another that allows both view and edit permissions. Learn More
Corporate Actions
The PMV and MYR calculators and instructions have been added. The SUN return of capital has been updated to include special dividends. Learn More
Corporate Actions
4 new mergers have been added to Corporate Actions:
LVH: 3 March 2025
RHK: 27 February 2025
HPI: 4 March 2025
LTM: 16 March 2025
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
This integration eliminates manual and duplicate data entry across platforms, saves valuable time, ensures data accuracy and minimises clerical errors.
BGL will increase its Simple Fund 360 and Simple Invest 360 software subscriptions from 1 July 2025.
It has been 2 years since the last Simple Fund 360 subscription increase on 30 June 2023 and 6 years since the Bank Data and Share Data Pack Add-Ons Subscription Increase on 1 July 2019. This is the first Simple Invest 360 fee increase since its launch in 2021.
During this time, our team has worked tirelessly to improve your software and deliver even greater value to your business. With update releases every 3 weeks, we’ve introduced hundreds of new features, enhancements and compliance changes to keep you ahead. Including:
The below Simple Fund 360 and Simple Invest 360 software subscription fee increases are effective from 1 July 2025.
Base Subscriptions
|
Simple Fund 360 Professional Edition |
Simple Invest 360 Professional Edition |
Subscription Add-Ons
|
Bank Data Service |
Share Data Pack |
We remain committed to delivering the best service, products and engagement to you and your business. These fee increases ensure we can continue delivering exceptional value and ongoing enhancements.
We appreciate your support and look forward to helping you succeed with Simple Fund 360 and Simple Invest 360.
For any questions regarding these changes, please contact your BGL Account Manager.
© 2026 BGL Corporate Solutions Pty Ltd.
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